[runako]

The interesting thing about this observation is that it could equally be applied to older tech companies.

Some notables have strayed far from their origins: Apple (was computers: now also phones), Microsoft (was operating systems: now also phones and search), Oracle (was databases: now also enterprise software and hardware), HP (was calculators: now computers, printers, and consulting), Google (was search: now also phones, social, etc.). These changes all happened post-IPO.

It seems that being desperate to find a business model is not a bad strategy for a tech company.